Welcome to Code Smith Financial

Code Smith Financial was founded in 1983, to serve high net worth individuals and business owners and assist
with their financial strategies. Our staff is skilled in handling your business, and most have been with the
firm for many years, further strengthening the relationships we have with our valued clients.

Mission Statement

Our mission is to be a highly credentialed, multigenerational team of trusted advisors dedicated to
helping our clients maximize their financial objectives by creating financial strategies, by providing
appropriate financial products, and by empowering our clients through education and communication to make
informed decisions for themselves, their families, and their businesses.

What Sets Us Apart?

Flexibility - We represent numerous carriers and investment products to find the right fit for our clients.